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Clarivate

241 hedge funds and large institutions have $4.15B invested in Clarivate in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

487% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $2.27M

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

4.24% more ownership

Funds ownership: 87.26%91.5% (+4.2%)

10% less funds holding

Funds holding: 269241 (-28)

26% less capital invested

Capital invested by funds: $5.62B → $4.15B (-$1.47B)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

45% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 60

Holders
241
Holders Change
-28
Holders Change %
-10.41%
% of All Funds
3.82%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.17%
New
33
Increased
97
Reduced
76
Closed
60
Calls
$13.3M
Puts
$2.27M
Net Calls
+$11M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$7.3M -$1.98M -248,400 -19%
LFCM
52
Long Focus Capital Management
Puerto Rico
$6.71M +$2.83M +355,000 +55%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.71M +$7.97M +1,000,000 New
Los Angeles Capital Management
54
Los Angeles Capital Management
California
$6.19M -$6.27M -786,744 -46%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$6.01M +$5.17M +648,856 +262%
Tudor Investment Corp
56
Tudor Investment Corp
Connecticut
$5.99M +$760K +95,307 +12%
Legal & General Group
57
Legal & General Group
United Kingdom
$5.88M +$446K +55,940 +7%
UBS Group
58
UBS Group
Switzerland
$5.3M +$377K +47,327 +6%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$5.05M -$118K -14,835 -2%
Millennium Management
60
Millennium Management
New York
$4.98M +$5.91M +741,774 New
Jane Street
61
Jane Street
New York
$4.84M +$5.59M +701,374 +3,564%
CS
62
Credit Suisse
Switzerland
$4.77M -$214K -26,843 -4%
IAM
63
Iridian Asset Management
Connecticut
$4.75M -$5.15M -646,575 -48%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$4.65M +$338K +42,375 +7%
ACH
65
ArrowMark Colorado Holdings
Colorado
$4.3M +$1.59M +200,000 +45%
Deutsche Bank
66
Deutsche Bank
Germany
$4.22M -$755K -94,686 -13%
JP Morgan Chase
67
JP Morgan Chase
New York
$4.14M +$1.49M +186,680 +43%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$4.13M -$397K -49,750 -7%
Boston Partners
69
Boston Partners
Massachusetts
$3.67M +$2.28M +285,881 +110%
Invesco
70
Invesco
Georgia
$3.6M -$14.5M -1,817,753 -77%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$3.37M -$467K -58,589 -10%
Aviva
72
Aviva
United Kingdom
$3.34M -$14.7K -1,848 -0.4%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$3.05M +$5.66K +710 +0.2%
JF
74
Jump Financial
Illinois
$2.54M +$3.02M +378,240 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$2.35M -$1.27M -159,244 -33%

CLVT Hedge Fund Activity: Q3 2023 in Review

241 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Clarivate (CLVT) for Q3 2023, worth a combined $4.15B — down 26% from $5.62B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of CLVT and 33 opened new positions — a net loss of 27 holders — while 76 trimmed existing stakes and 97 added.

The largest buyer was Baupost Group, opening a new position worth an estimated $179M. The largest seller was Select Equity Group, exiting entirely with an estimated $183M sold.

  • 241 institutional investors held Clarivate (CLVT) as of Q3 2023, down from 269 in Q2 2023.
  • Funds reported $4.15B of Clarivate stock for Q3 2023, down 26% quarter-over-quarter.
  • 33 funds opened new Clarivate positions in Q3 2023 and 60 closed out, a net change of -27 holders.
  • The largest Clarivate buyer in Q3 2023 was Baupost Group, an estimated $179M added.
  • The largest Clarivate seller in Q3 2023 was Select Equity Group, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2023.